Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
January 3, 2019
This is an interesting name in that it is a bit of a US darling. There is not a lot of Canadian fund managers that own BB-T. The Americans think of it as a play on technology in the automobile. QNX is going to be THE solution in terms of security. If that does not work out, they will probably be acquired.
BlackBerry(BB-T)
January 3, 2019
This is an interesting name in that it is a bit of a US darling. There is not a lot of Canadian fund managers that own BB-T. The Americans think of it as a play on technology in the automobile. QNX is going to be THE solution in terms of security. If that does not work out, they will probably be acquired.
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$9.290
Owned
Unknown
TOP PICK
TOP PICK
January 3, 2019
If oil recovers this one will give you less torque. But when oil recovers this is the one people will flock to. He likes it because of its hedged position. It sells to the US refineries. It is a cash machine. This company generates a lot of cash flow. It goes to debt, share buy backs, dividends and some to operations. (Analysts’ price target is $56.56)
Suncor Energy Inc(SU-T)
January 3, 2019
If oil recovers this one will give you less torque. But when oil recovers this is the one people will flock to. He likes it because of its hedged position. It sells to the US refineries. It is a cash machine. This company generates a lot of cash flow. It goes to debt, share buy backs, dividends and some to operations. (Analysts’ price target is $56.56)
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$38.070
Owned
Yes
TOP PICK
TOP PICK
January 3, 2019
It struggled as the concerns about China trade fell into the stock. Their mid-December results said that things were slowing in China. They have already been hit. It is discounting a big pain in China. It is a great company at a cheap price and the multiple has come down. He owns it for multiple correction. (Analysts’ price target is $227.21)
FedEx(FDX-N)
January 3, 2019
It struggled as the concerns about China trade fell into the stock. Their mid-December results said that things were slowing in China. They have already been hit. It is discounting a big pain in China. It is a great company at a cheap price and the multiple has come down. He owns it for multiple correction. (Analysts’ price target is $227.21)
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$157.190
Owned
Yes
TOP PICK
TOP PICK
January 3, 2019
They were successful last quarter. They are very levered to assets. It trades at 10 times with a 7% yield. Management is incented to raise the dividend. (Analysts’ price target is $14.54)
Fiera Capital Corp(FSZ-T)
January 3, 2019
They were successful last quarter. They are very levered to assets. It trades at 10 times with a 7% yield. Management is incented to raise the dividend. (Analysts’ price target is $14.54)
Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$11.410
Owned
Yes
DON'T BUY
DON'T BUY
January 3, 2019
Still has between 30 and 40% downside risk. Under no circumstance touch it. Same with Visa (V-N). Two companies that rode the momentum on the upside. Now they are coming down the other side. Valuation got too rich.
Mastercard Inc.(MA-N)
January 3, 2019
Still has between 30 and 40% downside risk. Under no circumstance touch it. Same with Visa (V-N). Two companies that rode the momentum on the upside. Now they are coming down the other side. Valuation got too rich.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$181.180
Owned
No
BUY
BUY
January 3, 2019
Really cheap. In the last 20-25 years of history for that he has for this company only a couple of times it's been at this level. And subsequently it did very well. Best yield of the banks. What is not to like about it?
Laurentian Bank(LB-T)
January 3, 2019
Really cheap. In the last 20-25 years of history for that he has for this company only a couple of times it's been at this level. And subsequently it did very well. Best yield of the banks. What is not to like about it?
Ross Healy
Chairman, Strategic Analysis Corp
Price
$38.840
Owned
Unknown
BUY
BUY
January 3, 2019
He likes the gold generally speaking. They are heading higher because of the fiscal situation of the US, Europe, Japan and increasingly China. So he thinks a 10% to 20% of the portfolio should be on gold or gold stocks as a defense mechanism.
Barrick Gold(ABX-T)
January 3, 2019
He likes the gold generally speaking. They are heading higher because of the fiscal situation of the US, Europe, Japan and increasingly China. So he thinks a 10% to 20% of the portfolio should be on gold or gold stocks as a defense mechanism.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$17.570
Owned
Unknown